News, Comment & Analysis results for People Moves
Who's Moving Where In Wealth Management? – Argent, Pepin Family Office
The latest moves, appointments and personnel changes in North American wealth management.
There's A New CEO At Envestnet
There has been speculation on who will be the permanent CEO at the firm since the Bain Capital
Summary Of Executive Moves In North American Wealth Management – December 2024
The latest moves, appointments and personnel changes in the North American wealth management
Rockefeller Global Family Office Expands In NY, Texas
Rockefeller's wealth management arm continues to add teams across the country.
Who's Moving Where In Wealth Management? – BakerHostetler, InspereX, CG Financial Services
The latest senior moves in the North American wealth management sector.
Baird Builds Massachusetts Wealth Footprint, Adds To Arizona Market
The US-wide organization is continuing to build out its presence in the country's private wealth
Brown Advisory Names New Co-CEO
US-based investment manager Brown Advisory, which has about $170 billion in assets under
Kestra Financial Names Next President
The firm's new president, due to take up the role in the spring, takes the helm from a man in the
Merrill Wealth Management Forms UHNW Advisory Unit
The creation of this group shows how the UHNW client segment remains a key field for wealth
FusionIQ Broadcasts 2024 Growth, C-Suite Hires
The US organization, which works with wealth management institutions, among others, appointed a CEO